1 .. include:: images.rst
6 This chapter assumes that you have the following preferences set as
9 - :ref:`opacthemes` = bootstrap
11 - :ref:`OPACXSLTResultsDisplay` = default
13 - :ref:`OPACXSLTDetailsDisplay` = default
15 - :ref:`DisplayOPACiconsXSLT` = show
17 - :ref:`TagsEnabled` = Allow
19 - :ref:`TagsInputOnDetail` =Allow
21 - :ref:`TagsInputOnList` = Allow
23 - :ref:`reviewson` = Allow
25 - :ref:`ShowReviewer` = Allow
27 - :ref:`ShowReviewerPhoto` =Allow
29 - :ref:`OPACFRBRizeEditions` = Show
31 - :ref:`OPACAmazonCoverImages` = Show
35 - :ref:`OPACSearchForTitleIn` = Default set of
38 - :ref:`OPACShowCheckoutName` = Don't show
40 - :ref:`RequestOnOpac` = Allow
42 - :ref:`AutoResumeSuspendedHolds` = Allow
44 - :ref:`OpacBrowseResults` = Enable
46 - :ref:`SuspendHoldsOpac` = Allow
48 - :ref:`OPACShowBarcode` = Don't show
50 - :ref:`OpacSeparateHoldings <opacseparateholdings-&-opacseparateholdingsbranch-label>` = Don't separate
52 - :ref:`OpacSeparateHoldingsBranch <opacseparateholdings-&-opacseparateholdingsbranch-label>` = home library
54 - :ref:`DisplayLibraryFacets` = holding library
56 If your system preferences are set differently your displays may differ.
58 .. _search-results-label:
61 ---------------------------------------
63 To search the OPAC you can either choose to enter your search words in
64 the box at the top of the OPAC or click on the 'Advanced Search' link to
65 perform a more detailed search.
70 For more on searching check the '`Searching <#searching>`__' chapter in
73 .. _results-overview-label:
76 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
78 After performing a search the number of results found for your search
79 will appear above the results
84 By default your search results will be sorted based on your
85 :ref:`OPACdefaultSortField and OPACdefaultSortOrder`
86 system preference values. To change this you can choose another sorting
87 method from the pull down on the right.
89 Results Sorting Options
92 Under each title on your results list a series of values from your
93 leader will appear. It is important to note that this has nothing to do
94 with the item types or collection codes you have applied to your
95 records, this data is all pulled from your fixed fields. This can be
96 turned on or off with the
97 :ref:`DisplayOPACiconsXSLT` system preference.
102 Below each title you will see the availability for the items attached to
107 Even if you filtered on one library location all locations that hold
108 the item will appear on the search results.
112 An item's hold status doesn't not affect whether or not the item is
113 'available' until the item is in 'waiting' status. Items with
114 on-shelf holds will show as available until a librarian has pulled
115 them from the shelf and checked the item in make it show 'waiting'.
120 If you have turned on :ref:`Enhanced Content`
121 preferences you may have book jackets on your search results.
123 Book Jacket on Results
126 If you have set your :ref:`Did you mean? <did-you-mean?-label>` options you will
127 see a yellow bar across the top of your results will other related
133 If you performed an advanced search you see an option to go back and
134 edit your advanced search blow the list of results pages.Return to the
140 ~~~~~~~~~~~~~~~~~~~~~~~~~
142 To filter your results click on the links below the 'Refine Your Search'
143 menu on the left of your screen
148 Depending on your setting for the
149 :ref:`DisplayLibraryFacets` system preference you
150 will see filters for your home, holding or both libraries.Library Facet
152 After clicking a facet you can remove that filter from your results by
153 clicking the small 'x' that appears to the right of the facet.Remove
156 .. _search-rss-feeds-label:
159 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
161 You will be able to subscribe to your search results as an RSS feed by
162 clicking the RSS icon in your address bar or next to the number of
163 results. To learn more about what RSS feeds are check out `this tutorial
164 video <http://www.youtube.com/watch?v=0klgLsSxGsU>`__.
169 Subscribing to search results as RSS feeds will allow you to see when a
170 new item is added to the catalog in your area of interest.
172 .. _bibliographic-record-label:
175 --------------------------------------
177 When you click on a title from the search results, you're brought to the
178 bibliographic detail of the record. This page is broken down in several
181 At the top of your screen will be the title and the GMD:
186 Below the title the authors will be listed. These come from your 1xx and
187 7xx fields. Clicking the author will run a search for other titles with
193 If you have an authority file you will see a magnifying glass to the
194 right of author (and other) authorities. Clicking that magnifying glass
195 will take you directly to the authority record.
200 If you have your :ref:`DisplayOPACiconsXSLT`
201 preference set to 'show' you will see a material type that is determined
202 by values in your fixed fields (learn more in the `XSLT Item
203 Types <#XSLTiTypes>`__ Appendix).
208 Next you'll see the description of the record you're viewing:
213 Following that information you'll find the subject headings which can be
214 clicked to search for other titles on similar topics
216 Bibliographic Subjects
219 If your record has a table of contents or summary it will appear next to
220 the 'Summary' or 'Table of Contents' label
225 If your record has data in the 856 fields you'll see the links to the
226 right of the 'Online Resources' label
231 If the title you're viewing is in a public list then you'll see a list
232 of those to the right of the 'List(s) this item appears in' label and if
233 it has tags they will appear below the 'Tags from this library' label
238 In the tabs below the details you will find your holdings data
242 Any notes (5xx fields) that have been cataloged will appear under 'Title
248 If you're allowing comments they will appear in the next tab
253 And finally if you have enabled FRBR and you have other editions of the
254 title in your collection you will see the 'Editions' tab.
259 To the right of the details you'll find a series of boxes. The first box
260 is a list of buttons to help navigate the search results. From there you
261 can see the next or previous result from your search or return to the
267 Clicking Browse Results at the top of the right column will open up your
268 search results on the detail page
273 Below the search buttons you'll find the links to place a hold, print
274 the record, save the record to your lists, or add it to your cart
279 Clicking 'More Searches' will show the list of libraries you entered in
280 your :ref:`OPACSearchForTitleIn` preference
285 Under the 'Save Record' label you will find a series of file formats you
286 can save the record as. This list can be customized by altering the
287 :ref:`OpacExportOptions` system preference.
292 If at any time you want to change the view from the 'Normal' view to see
293 the Marc or the ISBD you can click the tabs across the top of the record
298 .. _lists-&-cart-label:
301 ---------------------------------
303 A cart is a temporary holding place for records you're interested in
304 finding during this session. That means that once you log out of the
305 OPAC or close the browser you lose the items in your cart. A list is a
306 more permanent location for saving items. To learn more about lists,
307 check the `Lists in the Staff Client <#stafflists>`__ chapter of this
313 ~~~~~~~~~~~~~~~~~~~~~~
315 Patrons can manage their own private lists by visiting the 'my lists'
316 section of their account.
321 .. _creating-lists-label:
324 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
326 Lists can also be created by choosing the 'New List' option in the 'Add
327 to' menu on the search results
332 To create a list the patron simply needs to click the 'New List' link
333 and populate the form that appears
338 The only field required is the 'List Name,' but the patron can also
339 choose how they want the list sorted and if the list is public or
342 - A Private List is managed by you and can be seen only by you
343 (depending on your permissions settings below)
345 - A Public List can be seen by everybody, but managed only by you
346 (depending on your permissions settings below)
350 If you aren't allowing patrons to create public lists with the
351 :ref:`OpacAllowPublicListCreation`
352 preference then patrons will only be able to create private lists.
354 Create a new private list
357 - Finally decide what your permissions will be on the list. You can all
360 - anyone else to add entries
362 - anyone to remove his own contributed entries
366 The owner of a list is always allowed to add entries, but
367 needs permission to remove.
369 - anyone to remove other contributed entries  Â
371 .. _adding-titles-to-lists-label:
373 Adding titles to Lists
374 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
376 Titles can be added to lists from the search results and/or from the
377 bibliographic record. On the search results options to add items to the
378 list appear below each result and across the top of the results page
380 Add to Lists from Results
383 To add a single title to a list, click the 'Save to Lists' option and
384 then choose the list you'd like to add the title to. To add multiple
385 titles to a list check the boxes on the left of the titles you want to
386 add and then choose the list you want to add the titles to from the 'Add
387 too' pull down at the top of the screen.
389 .. _viewing-lists-contents-label:
391 Viewing Lists Contents
392 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
394 To view the contents of a list, click on the list name under the Lists
400 The contents of the list will look similar to your search results pages
401 except that there will be different menu options across the top of the
407 To the right of the list title there is an RSS icon that will allow you
408 to subscribe to updates to the list.
410 Using the menu options above the list you can place multiple items on
411 hold, download the list contents, email the list or print the list out.
413 - To place a hold on one or more list items check the box to the left
414 of the item and click the 'Place Hold' link at the top
416 - To download the list contents click the 'Download List' link and
417 choose the format you'd like to download the list in
419 - To email the list contents to someone, click the 'Send List' link and
420 enter in your email details in the form that pops up (:ref:`view a sample
421 Lists email <example-email-from-list-label>`)
426 - To print the contents of your list out click the 'Print List' link
428 .. _managing-lists-label:
431 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
433 Once the list is saved patrons can begin adding items to it. From the
434 'my lists' tab on the patron record the patron can edit and delete the
435 lists they have created by clicking the appropriate link to the right of
441 To edit the list's title or sorting patrons click the 'Edit' link to the
442 right of the list description.
447 When clicking 'Delete' next to a list you will be asked to confirm that
448 you want to delete the list.
450 Delete list confirmation
453 The list will not be deleted until the 'Confirm' button is clicked to
454 the right of the list you'd like to delete.
456 If the library is allowing you to share private lists with the
457 :ref:`OpacAllowSharingPrivateLists`
458 preference then you will see the 'Share' link on your list of lists and
459 the 'Share list' link at the top of each individual list. Clicking this
460 will ask you to enter the email address of a patron.Share list
462 Once the email address is entered Koha will present you with a
465 Share list confirmation
468 and will send a message to that patron.
475 .. _adding-titles-to-the-cart-label:
477 Adding titles to the Cart
478 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
480 Titles can be added to the cart from the search results and/or from the
481 bibliographic record. On the search results options to add items to the
482 cart appear below each result and across the top of the results page
484 Add to Cart on Search Results
487 Clicking the 'Add to Cart' button will add the one title to your cart.
488 To add multiple titles at once, check the box to the left of each result
489 and then choose 'Cart' from the 'Add to' pull down at the top of the
490 screen. Once titles are added to the cart you will be presented with a
496 From the results you will see which items are in your cart and will be
497 able to remove those items by clicking '(remove)'.Item in your cart
499 .. _managing-the-cart-label:
502 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
504 Once you have titles in your cart you can manage the contents by
505 clicking on the 'Cart' button usually found at the top of the screen.
506 Your cart will open in a new window.
508 Contents of your cart
511 From this window you are presented with several options. Across the top
512 of the cart are several buttons.
514 First is the 'More details' button. Clicking this will show you
515 additional information about the titles in your cart (ISBNs, Subjects,
516 Publisher Info, Notes and more).More details in the cart
518 Next is the option to send the contents of your cart to an email
519 address. This is handy if you want to send the resources you found at
520 the library to your home email account to refer to later or to send to a
521 patron researching a specific topic. Clicking this link will open up a
522 new window that asks for the email address and message to send. :ref:`View a
523 sample Cart email <example-email-from-cart-label>`.
530 The cart can only be emailed by logged in users. This will prevent
531 your cart email function from being used for spamming.
533 In addition to sending your cart you can download the contents of your
534 cart in several pre-defined formats or using a :ref:`CSV
535 Profile <csv-profiles-label>` that you defined in the Tools module.
540 Finally you can print out the contents of your cart by choosing the
543 In addition to the various different ways to save the contents of your
544 cart, there are ways to add value to the data in your cart. By selecting
545 one or more titles from the cart you can add them to a list (click 'Add
546 to a List'), place hold(s) (click 'Place hold'), or tag them (click
547 'Tag'). All of these operations follow the same procedure as they do
548 when performing them in the OPAC.
550 .. _placing-holds-label:
553 ----------------------------------
555 Patrons can place holds on items via the OPAC if they're logged in and
556 you have the :ref:`RequestOnOpac` preference set to
557 'Allow'. If the item can be placed on hold the option to place it on
558 hold will appear in several different places.
560 - When viewing a list or search results page you'll see the option to
561 place hold on multiple items by checking the boxes to the left of the
562 results and clicking 'Place Hold' at the top
564 Place Hold from Results
567 - When viewing a list or search results page you'll see the option to
568 place the item on hold below the basic information about the title
573 - When viewing an individual title you'll see the option to place a
574 hold in the box on the right side of the screen
579 No matter which of the above links you click to place your hold you'll
580 be brought to the same hold screen.
585 - Check the box to the left of the items you'd like to place on hold
587 - The title includes a link back to the detail page for the record
589 - The priority shows where in the holds queue this hold will fall
592 :ref:`OPACAllowUserToChooseBranch`
593 preference the patron can choose where they'd like to pick up their
596 - If you would like to see more options you can click 'Show more
599 Place Hold Form with More Options
602 :ref:`AllowHoldItemTypeSelection`
603 preference set to 'Allow' and the record had more than one item
604 type attached you will see an option to choose to limit the hold
605 to a specific item typeAllowHoldItemTypeSelection
608 :ref:`OPACAllowHoldDateInFuture`
609 preference, the 'Hold Starts on Date' column will show. This field
610 allows the patron to have their hold start on a future date.
612 - By default holds placed in the system remain until canceled, but if
613 the patron fills in a 'Hold Not Needed After' date then the hold has
618 Expired holds are removed by the :ref:`Expired Holds Cron
619 Job <expired-holds-label>`, this is not an automatic process
620 and must be set up by your system administrator
622 - If allowed by the :ref:`OpacHoldNotes` preference then
623 patrons can leave notes about their holds for the library by clicking
624 the 'Edit notes' button
629 - Depending on the rules you set regarding item specific holds in your
630 :ref:`circulation and fines rules <circulation-and-fine-rules-label>` the patron will be
631 allowed to choose whether to place the hold on the next available
632 copy and/or a specific copy
637 After clicking the Place Hold button the patron will be brought to their
638 account page where they'll see all of the items they have on hold.
640 .. _enhanced-content-label:
643 -------------------------------------------
648 ~~~~~~~~~~~~~~~~~~~~~~~~~~
650 Depending on your settings for the :ref:`TagsEnabled`,
651 :ref:`TagsInputOnList` and
652 :ref:`TagsInputOnDetail` preferences you may be able
653 to add tags to bibliographic records from the search results and/or
654 bibliographic records. If you are allowing patrons to add tags from the
655 search results screen you will see an input box below each result and a
656 'Tag' option at the top of the screen.
658 Tagging Options on Results
661 To add a tag to one item, type the tabs (separated by commas) in the
662 'New tag' box and click 'Add'. You will be presented with a confirmation
663 of your tags being added.
665 Tags Added on Results
668 From the results you can also tag items in bulk by clicking the
669 checkboxes on the left and then clicking the 'Tag' button at the top.
670 After clicking the button it will change into an input box for you to
671 add tags to all of the items you have selected.
673 Add Tags to Multiple Items
679 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~
681 Patrons can leave comments in the OPAC if you have the
682 :ref:`reviewson` preference set to allow this. Each
683 bibliographic record has a comments tab below the bibliographic
689 If the patron is logged in they will see a link to add a comment to the
690 item. Clicking this link will open a pop up window with a box for their
696 Once the comment has been typed and the 'Submit' button clicked, the
697 patron will see their comment as pending and other patrons will simply
698 see that there are no comments on the item.
703 Once the comment is approved the patron will see the number of comments
704 on the 'Comments' tab and their comment labeled amongst the other
705 comments. If you have set your
706 :ref:`ShowReviewerPhoto` preference to 'Show' then
707 you'll see the patron's photo pulled from the
708 `Libravatar <https://www.libravatar.org>`__ library.
713 Other patrons will see the comment with the name of the patron who left
714 the comment (unless you have set the :ref:`ShowReviewer`
715 preference to not show patron names).
717 Comment by other patron
720 If you have your :ref:`OpacShowRecentComments`
721 set to show then you'll see the approved comments on that page.
726 From this page patrons can subscribe to the recent comments using RSS if
734 Zotero is a Firefox add on that allows for the saving and generating of
735 a bibliography. Learn more about and download Zotero at
738 When on the search results in the Koha OPAC, if you have Zotero
739 installed, you will see a folder icon in the address bar to the right of
740 the URL. Clicking that folder will open up a list of titles on the page
741 for you to pick from to add to Zotero.
746 Select the titles you want to add to Zotero and then click the 'OK'
747 button. This will add the title to Zotero. You can see the title by
748 opening your Zotero library.
750 Title in the Zotero Library
753 .. _custom-rss-feeds-label:
756 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
758 Using misc/cronjobs/rss/rss.pl you can generate an RSS feed for any SQL
759 query (for example a new acquisitions RSS feed). rss.pl is run on the
760 command line to produce an RSS XML document.
762 The output should be placed in a directory accessible to the OPAC (or
763 staff) web interface so that users can download the RSS feed.
765 An example of usage can be found at: misc/cronjobs/rss.pl
768 Normally rss.pl should be run periodically (e.g., daily) to keep the
771 The configuration file (e.g., lastAcquired.conf) lists
773 - name of the template file to use
775 - path of output file
779 rss.pl runs the SQL query, then feeds the output of the query through
780 the template to produce the output file.
784 To use custom RSS feeds you need to turn on the rss.pl cron job.
786 .. _opac-self-registration-label:
788 OPAC Self Registration
789 ----------------------------------------------
791 If you allow it, patrons can register for their own accounts via the
792 OPAC. If you have the
793 :ref:`PatronSelfRegistration` preference set to
794 'Allow' then patrons will see a link to register below the log in box on
795 the right of the main OPAC page.
797 Registration link in OPAC
800 When the patron clicks the 'Register here' link they will be brough to a
801 registration page. The options on the registration page can be conrolled
803 :ref:`PatronSelfRegistrationBorrowerMandatoryField`
805 :ref:`PatronSelfRegistrationBorrowerUnwantedField`
811 Once the patron has confirmed submitted their registration they will
812 either be sent an email to confirm their account (if you have the
813 :ref:`PatronSelfRegistrationVerifyByEmail`
814 preference to require this) or presented with their new username and
817 New account confirmation
820 Patrons registered in this way will not have a cardnumber until assigned
821 one by the library, but will have access to all OPAC functionality
822 immediately. For this reason it is recommended that you:
824 - set up a provisional :ref:`patron category <adding-a-patron-category-label>` for self
825 registered patrons (such as 'Self Registered) instead of using an
826 existing patron category and set that value in the
827 :ref:`PatronSelfRegistrationDefaultCategory`
830 - give this patron category minimal circulation privileges in the
831 :ref:`Circulation and Fine Rules` (such as allowing a
832 couple holds, but no check outs)
834 That way patrons will either have to come in to the library to verify
835 their identity before given a cardnumber and the ability to check items
836 out or the library will have to come up with internal policy on
837 generating cardnumbers before providing them to self registered patrons.
838 Once this is done the library can change the category to one that is
839 more appropriate (be it an adult, resident, non resident, student, etc)
840 and add a cardnumber/barcode.
842 .. _my-account-label:
845 -------------------------------
847 From the OPAC patrons can log in and access their account if you have
848 set the :ref:`opacuserlogin` preference to 'Allow'. Once
849 logged in patrons are brought to their account summary. If you would
850 like to get to your account in the OPAC, you can click on your name in
851 the top right of any page in the OPAC.
853 .. _resetting-your-password-label:
855 Resetting your password
856 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
858 If you have the :ref:`OpacResetPassword` set to allow
859 patrons to reset their password they can click 'Forgot your password?'
860 link found under the log in box to reset their passwords.
862 'Forgot your password?' link
865 Once clicked they will be presented with a form asking for their
866 username and their email address (patrons must have an email address on
867 file to reset their password).Recover password
869 The system will then email the patron instructions for resetting their
870 password.Reset password confirmation
872 .. _my-summary-label:
875 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
880 From the 'my summary' tab, patrons will see all of the items they have
881 checked out with the overdue items highlighted in red. If you have
882 :ref:`OpacRenewalAllowed` set to 'Allow' then your
883 patrons will be able to renew their books right from the OPAC. If you
884 have HTML entered in the :ref:`OPACMySummaryHTML`
885 preference then you will see that to the right of the 'Fines' column.
887 Checked out tab with OPACMySummaryHTML set
890 If your patrons would like to see the items barcodes on their list of
891 checked out items you can set up a :ref:`patron
892 attribute <patron-attribute-types-label>` with the value of SHOW\_BCODE and
893 :ref:`authorized value <authorized-values-label>` of YES\_NO.
895 Add SHOW\_BCODE patron attribute
898 Then on the :ref:`patron's record set the value <editing-patrons-label>` for
901 Setting value for SHOW\_BCODE on patron record
904 This will add a column to the check out summary in the OPAC that shows
905 the patrons the barcodes of the items they have checked out.
907 Barcode number on checkout list in OPAC
910 If their guarantee has allowed it via :ref:`their
911 privacy <my-privacy-label>`, when the guarantor logs in they will see a
912 tab labeled "Relatives' checkouts" on their summary tab.Relatives'
915 Clicking on the 'Overdue' tab will show only the items that are overdue.
920 The 'Fines' tab will show just a total of what the patron owes. Clicking
921 on the total will take them to the 'my fines' tab where they will see a
922 complete breakdown of their fines and bills. If you don't charge fines
923 at your library you can turn the display of these tabs off by setting
924 the :ref:`OPACFinesTab` preference to 'Don't Allow.'
929 Finally, clicking on the 'Holds' tab will show the patron the status of
930 all of the items they have on hold.
935 Patrons can cancel or suspend (depending on the value of your
936 :ref:`SuspendHoldsOpac` system preference) their own
937 holds if they are not in transit or already waiting for them. When they
938 click 'Suspend' they will be presented with the option to choose a date
939 for their hold to resume.Suspend until
941 They can also suspend all of their holds indefinitely or until a
942 specific date if they choose by filling in the suspend options at the
948 :ref:`AutoResumeSuspendedHolds` preference
949 set to "Don't allow" then you will not have the option to put an end
950 date on the hold suspension
952 .. _patron-flags-label:
955 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
957 If you have `flagged your patron's account <#patronflags>`__ they may
958 see one of the following error messages at the top of their account.
960 - Card marked as lost
965 - Patron address in question
967 Patron address in question
972 this error message will not include a link to the update form
973 if you have :ref:`OPACPatronDetails` set to
976 - Patron marked restricted
984 ~~~~~~~~~~~~~~~~~~~~~~~~~~~
986 If your library charges fines the next tab on the left is 'my fines.'
987 Opening this tab will show the patron an entire history of their
988 accounting at the library.
990 Library Fines & Charges
993 If you are allowing patrons to pay their fines using PayPal with the
994 :ref:`EnablePayPalOpacPayments <enablepaypalopacpayments-&-paypalsandboxmode-label>` preference
995 there will be checkboxes to the left of each fine with an outstanding
996 amount.Fines with checkboxes
998 At the bottom the patron will see the option to pay with PayPal for the
999 items they have checked.
1004 After paying they will be presented with a confirmationPayPal
1007 And you will see that the fine was paid using PayPal on the staff
1008 side.Staff side fines
1010 .. _my-details-label:
1013 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1015 If you have your :ref:`OPACPatronDetails` preference
1016 set to 'Allow', your patrons will see a form filled in with their
1017 contacting information by clicking on the 'my personal details' tab. You
1018 can control what fields patrons see and can modify via the OPAC by
1020 :ref:`PatronSelfRegistrationBorrowerMandatoryField`
1021 :ref:`PatronSelfRegistrationBorrowerUnwantedField`
1024 Patron's personal details
1027 Patrons can edit their details in this form and click 'Submit Changes'
1028 to have their edits sent to the library for review before their record
1029 is updated. Staff will see all patrons requesting modification to their
1030 record listed below the modules on the main dashboard along with
1031 anything else awaiting library attention.
1033 Patron requests waiting review
1036 If the :ref:`OPACPatronDetails` preference is set to
1037 'Don't allow' then patrons will simply see their details and a message
1038 stating that they should contact the library for changes.
1040 Patron's personal details with no edits
1046 ~~~~~~~~~~~~~~~~~~~~~~~~~
1048 If your library has :ref:`TagsEnabled` set to 'Allowed' then
1049 the next tab on the left will be 'my tags.' This tab will show patrons
1050 all of the tags in the system as a cloud and then all of the tags they
1051 have applied in a list format. From here patrons have the ability to
1052 remove tags that they have added if they want.
1057 .. _change-my-password-label:
1060 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1062 Next, if you have :ref:`OpacPasswordChange` set to
1063 'Allow' the next tab will be 'change my password,' where patrons can
1064 change their password for logging into the OPAC. Patrons will be
1065 presented with a standard form asking them to enter their old password
1066 and then their new password twice.
1071 .. _my-search-history-label:
1074 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1076 If you have your :ref:`EnableOpacSearchHistory`
1077 preference set to 'Allow' then your patrons can access their search
1078 history via the 'my search history' tab.
1080 my search history tab
1083 The search history is a record of all searches run by the patron.
1084 Clicking on any of the search phrases will re-run the search for the
1085 patron. The search history can be deleted by the patron at any time by
1086 clicking the 'Delete your search history' link found at the top of this
1087 tab or by clicking the little red 'x' next to the 'Search history' link
1088 at the top right of the OPAC.
1090 Search history link at the top right of the OPAC
1093 .. _my-reading-history-label:
1096 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1098 Depending on your library's setting for
1099 :ref:`opacreadinghistory` your patrons may see the
1100 'my reading history' tab next. This will show the patron their entire
1101 reading history unless they have asked the library to not keep that
1102 information via the 'my privacy' tab which will appear if you have the
1103 :ref:`OPACPrivacy` preference set to 'Allow.'
1105 Patron reading history
1108 If you have HTML entered in the
1109 :ref:`OPACMySummaryHTML` preference then you will see
1110 that to the right of the 'Date' column.
1112 .. _my-privacy-label:
1115 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1117 The 'my privacy' tab will appear if you have both the
1118 :ref:`opacreadinghistory` and the
1119 :ref:`OPACPrivacy` preferences set to 'Allow.' This tab will
1120 allow the patrons to decide how the library keeps their circulation
1126 The patron can choose from three options:
1128 - Forever: keep my reading history without limit. This is the option
1129 for users who want to keep track of what they are reading.
1131 - Default: keep my reading history according to local laws. This is the
1132 default option : the library will keep your reading history for the
1133 duration permitted by local laws.
1135 - Never: Delete my reading history immediately. This will delete all
1136 record of the item that was checked-out upon check-in.
1138 Depending on the patron's suggestions the contents of the ':ref:`my reading
1139 history <my-reading-history-label>`' tab and the ':ref:`Circulation
1140 History <circulation-history-label>`' tab in the staff client may change.
1142 Regardless of the patron's choice they can delete their reading history
1143 in bulk at any time by clicking the 'Immediate deletion' button.
1145 Delete Circulation History
1148 Clicking this button will not delete items that are currently checked
1149 out, but will clear the patron's past reading history.
1153 In order for the patron to be able to delete their reading history
1154 you must have the :ref:`AnonymousPatron` preference
1157 If you're allowing guarantees to grand permission to their guarantors to
1158 view their current checkouts with the
1159 :ref:`AllowPatronToSetCheckoutsVisibilityForGuarantor`
1160 preference they will see that option on this
1161 screen.AllowPatronToSetCheckoutsVisibilityForGuarantor
1163 When the guarantor logs in they will see a tab labeled "Relatives'
1164 checkouts" on their summary tab.Relatives' checkouts
1166 .. _my-purchase-suggestions-label:
1168 My Purchase Suggestions
1169 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1171 If your library allows patrons to make purchase suggestions the next tab
1172 will show all suggestions that the patron made to the library and their
1173 statuses. To disable this tab and the suggestion functionality set the
1174 :ref:`suggestion` preference to 'Don't allow.'
1176 Patron purchase suggestions
1179 If you have :ref:`OPACViewOthersSuggestions`
1180 set to 'Show' then patrons will be able to search suggestions from the
1183 .. _my-messaging-label:
1186 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1188 If your library has the
1189 :ref:`EnhancedMessagingPreferences` and the
1190 :ref:`EnhancedMessagingPreferencesOPAC`
1191 preferences set to 'Allow' then your patrons will be able to choose
1192 which messages they receive from the library (with the exception of
1193 overdue notices which the library controls).
1195 Patron messaging preferences
1198 If you use an outside driver for sending text messages set with the
1199 :ref:`SMSSendDriver <smssenddriver,-smssendusername,-and-smssendpassword-label>` preference, you will see an
1200 additional column to receive these messages as SMS (or text messages)
1201 and a field for a cell (or SMS) number.
1203 SMSSendDriver in the OPAC
1206 If you are using the Email protocol for sending text messages set with
1207 the :ref:`SMSSendDriver <smssenddriver,-smssendusername,-and-smssendpassword-label>` preference, you will see an
1208 additional column to receive these messages as SMS (or text messages), a
1209 field for a cell (or SMS) number, and a pull down listing :ref:`cellular
1210 providers entered in administration <sms-cellular-providers-label>`.
1212 SMSSendDriver in the OPAC
1215 If you are using the :ref:`Itiva Talking
1216 Tech <talkingtechitivaphonenotification-label>` service you will see an
1217 additional column to receive these messages via Phone.Phone messaging
1218 preferences in the OPAC
1220 - These notices are:
1222 - Advanced notice : A notice in advance of the patron's items being
1223 due (The patron can choose the number of days in advance)
1225 - Item checkout : A notice that lists all the of the items the
1226 patron has just checked out and/or renewed, this is an electronic
1227 form of the checkout receipt
1229 - Hold filled : A notice when you have confirmed the hold is waiting
1232 - Item due : A notice on the day and item is due back at the library
1234 - Item check-in : A notice that lists all the of the items the
1235 patron has just checked in
1237 Patrons can choose to receive their notices as a digest by checking the
1238 'Digest only?' box along with the delivery method. A digest is a
1239 combination of all the messages of that type (so all items due in 3 days
1240 in one email) in to one email instead of multiple emails for each alert.
1244 You must choose a delivery method (SMS or Email or Phone) along with
1245 'Digest only?' if you would like to receive a digest of the
1251 ~~~~~~~~~~~~~~~~~~~~~~~~~~~
1253 Finally, if your library has the :ref:`virtualshelves`
1254 set to 'Allow' then the last tab will by 'my lists.' From here your
1255 patrons can review public lists and create or edit their own private
1261 .. _ask-for-a-discharge-label:
1264 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1266 If you have enabled the :ref:`useDischarge` preference then
1267 patrons will be able to request a discharge via the OPAC.Discharge tab
1269 From here patrons can request a discharge
1274 And will receive confirmation of their request.
1276 Discharge confirmation
1279 .. _purchase-suggestions-label:
1281 Purchase Suggestions
1282 -------------------------------------------
1284 If your library has the :ref:`suggestion` preference set
1285 to 'Allow' then patrons will have the option to make purchase
1286 suggestions in several areas in the OPAC.
1288 If you are allowing everyone to see the purchase suggestions made by
1290 :ref:`OPACViewOthersSuggestions` preference,
1291 then there will be a link at the top of your OPAC under the search box.
1293 Purchase Suggestions Link on Search Box
1296 There will be a link when the patron finds nothing for their search.
1298 Purchase Suggestion Link from Search Results
1301 And there will be a link on the patron's :ref:`My Purchase
1302 Suggestions <my-purchase-suggestions-label>` tab.
1304 Purchase Suggestion from My Purchase Suggestions Tab
1307 Clicking any one of these links will open the purchase suggestion form.
1309 New Purchase Suggestion
1312 - From the form on the 'Title' is required by the library.
1314 - The Item type list can be edited by editing the SUGGEST\_FORMAT
1315 :ref:`authorized value <authorized-values-label>`.
1317 - If you would like the 'Reason for suggestion' menu shown in the
1318 screenshot above to appear on your suggestions list you need to add
1319 an :ref:`authorized value <authorized-values-label>` category titled
1320 'OPAC\_SUG' and include reasons as values in that list.
1322 - If you would like the patron to be able to choose which branch they
1323 are making a suggestion for you need to set the
1324 :ref:`AllowPurchaseSuggestionBranchChoice`
1325 preference to 'Allow'
1327 Once the form is submitted the data will be saved to the
1328 :ref:`Acquisitions <managing-suggestions-label>` module for the librarians to manage.